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| Provider | Service type | Compensation |
|---|---|---|
MCKINLEY MANAGEMENT INC1 year Service code 15 · EIN 86-2241525 | Recordkeeping | $34,596 |
SWALLING & ASSOCIATES1 year Service code 15 · EIN 92-0138439 | Recordkeeping | $18,300 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,504 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,362 | $138,386+34.7% | $184,260+1.1% | $80,935+130.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.67% | 20.02%-5.4pp | 28.84%-14.2pp | 35.66%-21.0pp |
| Employer contribution / active EE | $6,869 | $4,851+41.6% | $6,427+6.9% | $2,757+149.2% |
| Participant deferral / active EE | $13,319 | $7,076+88.2% | $9,133+45.8% | $4,299+209.8% |
| Admin fee / account holder | $661 | $10,489-93.7% | $13,898-95.2% | $6,924-90.5% |